Sydney joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Financial Planner at Waverly, Sydney brings nearly 3 years of experience in Retirement Planning, Tax Planning, and specializes in Medicare and Social Security Planning. She began working in the Financial Planning field directly following earning her degree in Economics, as she was drawn to both the analytical and relationship aspects of the role. She loves working with clients to prepare a comprehensive financial plan that branches into all areas of life.
Sydney enjoys spending time with her husband, Alexander and their two dogs Tennessee (Golden Retriever) and Dexter (Black Lab Mix). Together they love spending time with family and exploring the outdoors. Sydney also enjoys several hobbies including line dancing, photography, reading, and going to bingo with her grandmother.
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